Please download these documents, we will need these completed and returned in order to complete your Self Managed Super Fund Audit

  • Trust Deed,
  • Copies of Bank Statements,
  • Tax Return,
  • Investment Strategy,
  • Minutes of Meetings of Trustees throughout the year stating decisions of the fund,
  • Property Purchase Documents/Valuations,
  • Loan Documents,
  • Creditor Documents,
  • Share Portfolio Statements, plus Buy/Sell Contracts for trading throughout the year.